HomeMy WebLinkAboutAgenda - 08-30-2001-ORANGE COUNTY BOARD OF COMMISSIONERS
AGENDA
BOCC Work Session
7:30 p.m.
August 30, 2001
Southern Human Services Center
Chapel Hill, NC
(7:30 - 8:45) 1. Determination of Specific Final Elements of Bond Questions
(8:45 - 9:00) 2. Bond Education Committee -Agenda for September 5 Meeting
(9:00 -- 9:45) 3. Discussion of School and County Capital Needs Not Included in
November 2001 Band Proposal
(9:45-10:00) 4. Greene Tract Work Group Update
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: August 30, 2001
' Action Agenda
Item No. 1
_SUBJECT: Determination of Specific Final, Elements of Bond Questions
DEPARTMENT: County Manager/Budget PUBLIC HEARING: (Y/N) No
ATTACHMENT(S):
Table -November 2001 Bond Package
Development and Status
INFORMATION CONTACT:
John Link or Rod Visser, ext 2300
Donna Dean, ext 2151
TELEPHONE NUMBERS:
Hillsborough 732-8181
Chapel Hill 9fi8-4501
Durham 688-7331
Mebane 336-227-2031
PURPOSE: To complete deliberations regarding specific elements and amounts to be
included in each bond order for the November 6, 2001 bond referendum.
BACKGROUND: At the June 25, 2001 regular meeting, the Board of Commissioners
discussed recommendations from the Capital Needs Advisory Task Force and introduced 5
bond orders for possible. inclusion in the November 6, 2001 bond referendum. These bond
orders, and the maximum amounts to be issued, were as follows:
Schools $47 million
Parks, Recreation, and Open Space $20 million
Senior Centers $ 4 million
Low and Moderate Income Housing $ 4 million
Land Acquisition $ 3 million
The Board also indicated its intention to hold a bond referendum totaling $75 million, although
the sum of the maximum amounts in the individual bond orders was $78 million. The Board's
discussion was that an amount between $17 and $20 million would be included on the ballot for
parks, recreation, and open space, and that up to $3 million might be included in a.separate
ballot question regarding land acquisition. The question of whether the Board will adapt four or
five bond orders is one of the key questions that the Board needs to decide so that actual
adoption of the bond orders can take place at the September 4 regular meeting:
The other key decisions remaining to be made involve the final amounts for the school and
parks/recreation/open space bond questions that will be placed on the November ballot, and the
specific amounts of band money earmarked for various school and parks/recreation/open space
projects. The Board has already made formal decisions to include in the bond referendum $4
million for senior centers and $4 million for affordable housing. Tlie Board has also made a
formal decision to include funding for two new elementary schools in the Chapel Hill-Carrboro
2
Schools district and one new middle school in the Orange County Schools district. The Board
has not yet decided how much of the $47 million in school bonds will be allocated to these three
new school construction projects.
As the Board conducts its final deliberations regarding the projects for inclusion in the
November 2001 bond referendum, it will be helpful to remember that the Board will have some
flexibility to address a number of capital needs nat included`in the bond through other debt
financing mechanisms. From the outset of the Capital Needs Advisory. Task Force process in
March 2001, the BOCC has repeatedly indicated that there are more capital needs than can be
addressed solely through general obligation bonds. By limiting the total bond referendum to
$75 million, the Board has preserved additional debt capacity (through private placement loans,
Certificates of Participation (COPs), etc:) of roughly $5 - $7 million per year for the next four
years (based on assumptions of three annual bond sales of $25 million)., Additional debfi
financing at those levels will still allow the County to stay within the Board's policy of maintaining
annual debt service payments at 15 percent qr less of General Fund expenditures. During the
third agenda item on this August 30 work session, fihe BOCC will have the opportunity to
discuss in more detail those prajects that may be considered for alternafiive debt financing.
FINANCIAL IMPACT: The issuance aver a period of several years of $75 million in new
general obligation bonds, if approved by,the voters; will have an estimated cumulative maximum
flax rate impact of 7.1 to 7.5 cents per $100 assessed valuation in order to retire the debt.
RECOMMENDATION(S): The Manager recommends that the Board decide fihe amount of
each band order to be adopted at the September 4 regular meeting, and provide any other
appropriate direction to staff.
Compiled by Orange County Budget Office
8/2412001
November 2p01 Bond Package Development and Status
Key:
Yellow indicates while that the Board has confirmed the project's inclusion on the November 2001 Bond, the
Commissioners need to decide the amount of funds to be included on the referendum
1. May 2001 3. June 25
Compon®nt
Capital Needs
Advisory Task
2. Jun® 2001
Manager's ,
2001 BOCC 4. Status as of
Force Scenario Approved August 21, 2001
Recommendation Bond Orders
Affordable Housing 4,000;000 x,000,000 4,000,000
Senior Centers 4,000,000 4,000,000 4,000,000
Land Acquisition
4,000,000 inc u e in
Parkland & Open
3,000,000
S ace
CHCCS - Renovations to Older Schools and
Facilities 4,553,000 4,600,000
CHCCS -New Elementary School #9 13,556,000 13,250,000 Project confirmed
amount undecide~
CHCCS -New Elementary School #10 14,349,000 13
250,000 Project confirmed
°
~
o
° , o
~ amount and®cidec
~ H C - igh Schoo pansioNPlanning for
6
000
000
0 ~
a
c
r~ New Hi h School ,
, ti
OCS -New Middle School 20,000,000 18,500,000 Project confirmed
amount undecldec
OCS -Orange High School Renovations 950,000 950,000
OCS -Hillsborough Elementary and Central
Office 3,032,000 1,450,000
Carrboro Greenway Development 750,000
~ Carrboro Gymnasium Site Acquisition 250,000
~ Smith Middle School Park 250,000
o Chapel Hill Greenway Development 1,000,000 °~ Q.
[ Homestead Park Aquatics Center 3,500,000 oa $
Southern Community Park
2,000,000 a
~
N
.`-xtl
ca Cedar Grove District Park 1,210,000
a Efland-Cheeks Park (Phase II) 7'50,000
Fairview Park 850,000
Total $85,000,000 $75,000,000 $78,000,000
ORANGE couNTv
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: August 30, 2001
,-
Action Agenda
Item No. 2
SUBJECT: Bond Education Committee -Agenda for September 5 Meetinc~__
DEPARTMENT: County Commissioners PUBLIC HEARING: (Y/N) No
County Manager
ATTACHMENT(S): INFORMATION CONTACT:
John Link, ext 2300
Committee Charge
Draft September 5, 2001 Agenda TELEPHONE NUMBERS:
Draft Committee Timetable Hillsborough 732-8181
Draft List ofi Subcommittee Staff Chapel Hill 9fi8-4501
Durham fi88-7331
Mebane 336-227-2031
PURPOSE: To review materials and plans for the Bond Education Committee in preparation
for Committee's first meeting on September 5, 2001.
BACKGROUND: The Board of County Commissioners appointed a citizens' Bond Education
Committee to help develop and disseminate factual information about the capital needs that led
to bond referenda in November 1988, November 1992, and November 1997. Over the last few
months, the Board has created and appointed a Bond Education Committee in preparation for
the November 2001 bond referendum. The Committee is comprised of interested citizens who
will communicate to community groups, civic organizations, and voters in general about the
needs that have led to the scheduling of a November 6, 2001 bond referendum for Orange
County.
Attached to this abstract is the charge to the Committee as approved by the BOCC at its June
25, 2001 regular meeting. Also attached is a draft agenda for the Committee's first meeting
scheduled for September 5, 2001 at 5:30 p.m. at the Southern Human Services Center. In
addition to these materials, staff will also provide a preliminary PowerPoint presentation at the
August 30 work session for BOCC review prior to the September 5 Committee meeting.
FINANCIAL IMPACT: There is no financial impact associated with the review of materials and
plans for the Bond Education Committee and its first meeting.
RECOMMENDATION(S): The Manager recommends that the Board review the attached
information and provide any further direction to staff.
CHARGE TO ORANGE COUNTY BOND EDUCATION COMIVIITTEE
NOVEMBER 2001 BOND REFERENDUM
-;
+ become familiar with the purposes of each of the bond orders:
• become familiar with the projects expected to be addressed with bond funds
• understand the community needs that led the Board of Commissioners to adopt each of the bond
orders
• develop appropriate informational materials that will address the bond orders
• design and implement a campaign to distribute relevant factual information about the bands to Orange
County citizens in the mast effective and efficient manner possible
• design and implement a process for informational meetings with civic groups, non-profit agencies,
neighborhood associations, and other interested parties in the community
• ensure that equal access to factual information is provided to all individuals and groups, regardless of
their position for or against any bond order
• encourage all eligible voters to participate in the November 6 election
SUGGESTED BOND EDUCATION COMMITTEE STRUCTURE
Bond Education Committee
Steering Committee--
Senior Centers
Subcommittee
Recreation, & Open
Ffordable Housing
Subcommittee
rmation & Out
Subcommittee
DRAFT
ORANGE COUNTY BOND EDUCATION COMMITTEE
ORGANIZATIONAL MEETING
SOUTHERN HUMAN SERVICES CENTER
SEPTEMBER 5, 2001 - 5:30 - 7:00 P.M.
AGENDA
1. Welcome to the Committee
Steve Halkiotis, Chair, Orange County Board of
Commissioners
Comments from Board of Commissioners
2. Review of the Committee Charge -- Steve Halkiotis
3. Overview of Bond Process -John Link, County Manager -With
PowerPoint Presentation -County Staff
a. Bond Referendum Components
b. Structure of Subcommittees
c. Staff Support.-- County and School System Roles
d. Financing
e. Preliminary Schedule
4. Subcommittee Discussions
5. Subcommittee Reports
6. Next Steps
3
7. Adjourn
DRAFT
TIMETABLE FOR 2001 ORANGE COUNTY BOND EDUCATION
COMMITTEE
6/25/01 BOCC confirms structure and charge for the
Bond Education Committee
6/25 to 9/4/01 Invite Citizens to participate in Bond
Education Committee
9/5/01 First Committee Meeting
Establish~Subcommittee Memberships
Share Tasks and Timetables
9/5/01 to 9/26/01 Educational, Materials including Frequently.
Asked Questions (FAQ), Web Site/Electronic
Media, Brochures and Vendors Developed
9/26/01 Meeting of Full Committee to Confirm Game
Plan, Schedules, etc.
Share Final Products of Educational
.Campaign
10/17/01 Meeting of Full Committee (IF NECESSARY)
10/1/01 -11/5/01 Educational Campaign Presentations
Newspaper Articles
Bond Hotline
Call-in Radio -- Television
Phon-A-Thon
Meetings of
Subcommittees
On An As Needed Basis
Weeks of 9/10/01
9/17/01
10/1 /01
10/8/01
10/15/01
10/22/01
10/29/01
4
DRAFT
ORANGE COUNTY 2001 BOND EDUCATION
COMMITTEE
I. STEERING COMMITTEE
(Two Members of Board of Commissioners, Committee
ChairlCo-Chairs, John Link)
II. INFORMATION & OUTREACH SUBCOMMITTEE
(Chair, TBD; Representative from each Bond Issue
Subcommittee)
Staff: Sharron Hinton, Buck Tredway, Kim Hoke, Karen
Wallace-Megs, Beverly Blythe
III. SCHOOLS SUBCOMMITTEE
(Chair, TBD)
Staff: Rod Visser, Ken Chavious, Donna Dean, OCS &
CHCCS Staff
IV. PARKS, RECREATION, AND OPEN SPACE
(Chair, TBD)
Staff: David Stancil, Bob Jones, Dianne Reid, Rich Shaw
V. AFFORDABLE HOUSING
(Chair, TBD)
Staff: Tara Fikes
VI. SENIOR CENTERS
(Chair, TBD)
Staff: Jerry Passmore, Pam Jones
s
VII. COUNTY LANDS
Staff: David Stancil, Rich Shaw
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: August 30, 2001
' Action Agenda
Item No. 3
SUBJECT: Discussion of School and County Capital Needs Not Included in November
2001 Bond
DEPARTMENT: County Manager/Budget PUBLIC HEARING: (Y/N) No
ATTACHMENT(S):
Table -Needs Presented to Capital Needs
Advisory Task Force
INFORMATION CONTACT:
John Link or Rod Visser, ext 2300
Donna Dean, ext 2151
TELEPHONE NUMBERS:
Hillsborough 732-8181
Chapel Hill 968-4501
Durham 688-7331
Mebane 336-227-2031
PURPOSE: To discuss options for addressing various school and County capital needs that
will not be funded by November 2001 general obligation bands.
BACKGROUND: The first item on this August 30 work session agenda involves the Board's
making a number of decisions related to specific bond questions to be included on the
November 2001 ballot, and the amount of bond funding allocated to various capital projects. As
the Board has noted throughout the Capital Needs Advisory Task Force process, there will be
many school and County capital needs that cannot be addressed in full, or even in part, by
general obligation (GO) bonds. Those needs include, but are not limited to:
• School Renovation projects
• Durham Technical Community College Satellite Campus
• Justice Facilities
• Orange Enterprises
• Orange County Library
• Various Parks and Open Space projects
As a reference, the complete list of needs presented to, and evaluated by, the Capital Needs
Advisory Task Force in Spring 2001 is attached for the Board's review and discussion.
FINANCIAL IMPACT: If voters approve $75 million in GO bonds, and assuming those bonds
are sold in three consecutive annual sales of $25 million each, the BOCC will have the flexibility
to issue additional debt (through private placement loans, Certificates of Participation (COPs),
etc.) of roughly $5 - $7 million per year for the next four years to address capital needs not met
with GO bonds. Additional debt financing at those levels will allow the County to remain within
z
the Board's policy of maintaining annual debt service payments at 15 percent or less of General
Fund expenditures.
RECOMMENDATION(S): The Manager recommends that the Board discuss identified capital
needs not funded fully or at all by general obligation bonds, and provide appropriate direction to
the Manager and staff.
N
~_
Compiled by Orang® County Budget Office
08/24/2001
Needs Presented to Capital Needs Advisory Task Force
Final
(shown in alphabetical order)
Request Description Amount of Funding Requested
Affordable blousing ~'~ throughouQ the County rdable Housing projects 14,000,000
Community College County match required to match construction funds from 4,000,000
the State
County Facilities
Construction of Phase 1 of the Justice Facility (located 6,000,000
~ on Downtown Cam us in Hillsborou h
.o ° Construction of a three-story addition to the Government 7
400
000
a, ,o Services Center ,
,
~ ~ Renovations of Planning and Ag Building and 475
000
~ ~, construction of a Farmers Market ,
~ c Renovations of Southern Human Services Conference 100,000
Center and rounds
Total Level 1 Projects 13,975,000
~ Construction of new Animal Shelter/Animal Control 1
400
000
v facili ,
,
Addition of Emergency Operating Center at the County's 840
000
y ~ Emer enc Mana ement facili ,
°o Expansion of existing Public Works Administration
'o a Building to accommodate both Public Works 574,000
a ~ Administration and Oran a Public Trans ortation
`y Renovation of 112 North Churton Street offices and
a~
~
Court Street Annex to allow for relocation of Economic
100,000
r' Develo ment Commission and Child Su ort offices
Total Level 2 Projects 2,914,000
m ~ -o ~ Construction of building addition to Southern Human
~ ~ -°'o o
. Services Center (to include the Health Department 3,000,OOD
o ai `~
~ Dental Clinic current) located in leased s ace
J °` V ~
Renovation of Whiffed Human Services Center 6,700,000
Total Level 3 Projects 9,700,000
Total County Facilities 26,589,000
Orange County Library Construction of new Library, Historical Archive and 437,500
Stora a Facili
Orange Enterprises Expand current facility 525,000
Compiled by Orange County Budget Office
Otl/2~/2001
Needs Presented to Capital Needs Advisory Task Force
Final
(shown in alphabetical order)
Request ~ Description ~ Amount of Funding Requested
Parkland and Open Spac®
University Station/New Hape Park -Acquisition of 75 to
150 acres in University Station/New Hope area (northern 1,700,000
Chapel Hill Township); could be school/park co-location
Bingham District Park -Transaction costs for acquisition
of 100 acres in northern Bingham Township (located on 50,000
land owned b OWASA
Northern Chapel Hill Township Rustic Woodland Trail -
Acquisition of several isolated strips of land that connect
Town of Chapel Hill and County Parks to Triangle Land 600,000
Conservancy trails and Duke Forest open space
network, tying together Town greenways system and
New Ho e o ens aces
"Mason Farm to Jordan Lake" Rustic Woodland Trail -
Acquisition of 1-to-2 isolated strips of land to connect
UNC lands at Mason Farm/Botanical Garden to Durham 100,000
County line (to pick up connection to Jordan Lake
Lands
Joint Town/Counfy Open Space Projects (Town Parks
and/or Greenway Plans) -Acquisition space for Towns, 12~
~ consistent with joint parkslopen space criteria, identified
~ b Tawn tans/a roved b Coun
~ Top priority NC Natural Heritage sites -Acquisition of
~ (by purchase ar easement) 500 acres in Chapel Hill, 3,250,000
~
0 Bin ham, Cheeks, Hillsborou hand l;no Townshi s
U Top priority Unprotected Prime Forests -Acquisition of
(by purchase or easement) 300 acres of unidentified and 1,800,000
un rotected rime forests
Seven Mile Creek Nature Preserve -Acquisition of (by
purchase or easement) 500 acres toward Seven Mile 2,500,000
Piekards Mountain Natural Area -Acquisition of 25
additional acres adjacent to Triangle Land Conservancy 125,000
easements at Pickards Mountain in Bingham Township
Conservation Easements in Cane Creek, Upper Eno,
Back Creek and Little River watersheds -Acquisition of
conservafion easements on 90p acres of farmland per 1,400,000
year (fo protect wafer qualify and prime or threatened
Chapel Hill Township District Park, Phase 1, with
Carrboro -Construct 3 multipurpose playing fields (one 1,500,000
of which is a regulation soccer field), nature and
environmental trails, picnic areas, and basketball courts
c
Compiled by Orange County Budget Office ~
08/24/2001
Needs Presented to Capital Needs Advisory Task Force
Final
(shown in alphabetical order)
Reguest Description
Cedar Grove District Park -Construct 2 multipurpose
playing fields (one of which is a regulation soccer field),
la round, icnic area and nature trails
Southem Community Park -Construction of community
park that could serve residents in Chapel Hill, Carrboro
~ and southern Oran e
~c Fairvi®w Community Park -Construct 2 multipurpose
~ la in fields, icnic area and basketball court
Efland-Cheeks Park (Phase ll) -Construct nature trails,
~ athletic fields li htin and additional Arkin
~ River Park. -Construct gazebo, walking trails and other
~, amenities on County owned land adjacent to Courthouse
~ and Eno River
v Northern Chapel Hill Township Rustic Woodland Trail -
Design and layout unimproved rustic woodland trail, with
botanical markers for environmental ro rams
Undesignated Funds -For facility development at a
current or future ark facili
Total Counfy Request
icipal Requests
Amount of Funding Requested
1,210,000
czl
(2)
750,000
c2~
300,000
1,000,000
16,285,000
Homestead Park A uatics Center 3,500,000
Chapel Hill Southern Communi Park 5;000,000
Greenwa Develo ment 2,500,000
Total Chapel Hill Requesf 11,000,000
Greenwa Develo ment 2,000,000
Carrboro Hillsborough Road Neighborhood Park (land 1,000,000
ac uisition and ark develo ment
G mnasium Site Ac uisition 250,000
Smith Middle School Park 250,000
Total Carrboro Request 3,500,000
Fairview Park 4,000,000
Hillsborough Gold Park 200,000
River Park 200,000
Total Hillsborough Request 4,400,000
~s>
Total Parkland and Open Space Request 35,185,000 ~
Senior Centers YV~~VU VVi~V~~ ..., ~ ~......,, ,.....,,.,..,., ~..,,,....V...~,,~,.. ,., .,,,GN,., 6,000,000
I•iill and one located in Central/Northern Orange Countvl
Compiled by Orange County Budget Office
08/24/2001
Needs Presented to Capital Needs Advisory Task Force
Final
(shown in alphabetical ord®r)
,=
Request ~ Description I Amount of Funding Requested
New Elementary School #9 -Construction of a 600
o student elementary school (located on the donated 13,556,000 c4~
.°c Meadowmont site too en Au ust 2003
c i New Elementary School #10 -Construction of a 600
~' student elementary school (located on land recently 14,349,000 cap
V
0 urchased b the Coun too en Au ust 2003
`o High School Expansions -Construction of additions at
Chapel Hill High and fast Chapel Hill High tv allow for 7,$$3,000 c4>
v additional 320 seats at each of the two schools
Renovations to Older Schools and Facilities -
Renovations include: electrical service, lighting,
windows, heating, ventilation and cooling systems, 7,010,000 c4~
V ceilings, bathroom facilities, fire alarm systems,
communications s stems, indoor air uali
Total CHCCS Request 42,798,000
New Middle School -Purchase of land and construction 2p,000,000
of a 700 student middle school
Central Office Expansion -Construct addition to
ti
r administrative office building that will allow staff currently 1,650,000
housed at Hillsborough Elementary School to be
~ relocated
c Hillsborough Elementary Renovations -Upgrades and
'a expansion of County's year-round elementary school 1,440,000
~
~
~ constructed in 1952
~' Orange High School Renovations -Renovations
~
0 include: cafeteria and media center upagrades, fire
alarm system, ceiling, external doors, lighting (to take 950,000
place as Cedar Ridge High School opens in August
Total OCS Request 24,040,000
Total School Request 66,838,000
i Total All Requests $153,574,500 i
t'i Affordable Housing Task Force indicated that their alternate request is 5°~ of total bond package.
cz1 Funding request included in requests from municipalities; needs identified in County's Open Space Task Force
Report
~3~Town of Hillsborough request totaled $175,000 for River Park; County's Open Space Task Force Report identified
$200,000 as needed to complete the project
ca> Request amount rounded up to nearest $1,000
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: August 30, _2001
Action Agenda
Item No. 4
SUBJECT: Greene Tract Work Group U date
DEPARTMENT: County Commissioners PUBLIC HEARING: (Y/N) No
ATTACHMENT(S): - INFORMATION CONTACT:
None Margaret Brown or Moses Carey
TELEPHONE NUMBERS:
Hillsborough 732-8181
. Chapel Hill 968-4501
Durham 688-7331
Mebane 336-227-2031
PURPOSE: To receive an update on the process to resolve the disposition of the remaining
109 acres of the Greene Tract.
BACKGROUND: The solid waste management interlocal agreement signed by the County and
Towns in September 1999 and amended in March 2000 lays out parameters under which the
Greene Tract owners will resolve the ultimate disposition of the 109 acres of that parcel that
remain in joint ownership. The agreement also addresses how the Solid Waste/Landfill
Operations Enterprise Fund is to be reimbursed if the property is put to uses that are not related
to the solid waste enterprise. The agreement anticipates that the Greene Tract owners will
reach agreement on the disposition of the property during a bargaining period that would
conclude on April 17, 2002 (the two year anniversary of the effective date upon which Orange
County assumed. overall responsibility for solid waste management in Orange County).
In May 2001, the BOCC appointed Commissioners Brown and Carey to serve on a Greene
Tract work group with two elected officials each from the governing boards of Carrboro and
Chapel Hill. After the Town of Chapel Hill makes its appointments to this work group
(scheduled for August 27), the group is likely to have its initial meeting during the first week of
September. Commissioners Brown and Carey, with support from staff, will briefly update the
full Board on the general process and timeline they propose to pursue in developing
recommendations from. the work group back to the three governing boards regarding the
ultimate disposition of the 109-acre portion of the Greene Tract.
FINANCIAL IMPACT: There is no financial impact associated with the receipt of this update.
However, the County and Towns will be obliged to reimburse the Landfill Fund for the original
1984 purchase price of $608,000, plus interest, if the Greene Tract is used for purposes other
than those of the solid waste system.
RECOMMENDATION(S): The Manager recommends that the Board receive the report on the
Greene Tract work group process from Commissioners Brown and Carey.